Repligen Corp

RGEN: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	$854.00	Chcnf	Crpjtwnx

Repligen: Initiating Coverage With Narrow Moat Rating and $180 FVE; Shares Undervalued

Jay Lee

Oct 1, 2024

We are initiating coverage of Repligen with a narrow moat rating and fair value estimate of $180 per share. The firm is a leading provider of bioprocessing solutions for companies manufacturing biologic drugs, and its business lines include advanced filtration and fluid management systems, prepacked chromatography columns, proteins used in chromatography resins, and process analytic systems. We view the shares as modestly undervalued at current market prices.

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